A detailed history of Holistic Planning, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 3,579 shares of IWR stock, worth $338,036. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,579
Holding current value
$338,036
% of portfolio
0.13%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$79.92 - $88.19 $286,033 - $315,632
3,579 New
3,579 $315 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.